See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP, INC Service code 12 · EIN 27-2037969 | Claims processing; Recordkeeping and ... | $21,632 |
Filed as: MERRILL LYNCH Service code 26 701 BRICKELL AVENUE · MIAMI, FL 33131 | Advisory (Participants) | $13,699 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,911 | $42,353-12.8% | $79,550-53.6% | $64,808-43.0% |
| Participation rate | 36.6% | 64.8%-28.1pp | 69.5%-32.9pp | 71.5%-34.9pp |
| Annual return | -10.13% | -12.24%+2.1pp | 0.16%-10.3pp | 32.82%-43.0pp |
| Employer contribution / active EE | $682 | $1,181-42.2% | $2,413-71.7% | $2,506-72.8% |
| Participant deferral / active EE | $1,428 | $3,170-55.0% | $3,985-64.2% | $4,310-66.9% |
| Admin fee / account holder | $194 | $160+21.8% | $6,832-97.2% | $188+3.5% |